Search Defaults tab
Account Search Defaults
1. In the Cash Balance list, select either Trade Date Cash Balance or Settlement Date Cash Balance.
Client Search Defaults
2. Select the default status for client searches from the Client Status list.
3. Select the default Client Designation.
4. Select client display preference from the Client Overview Display list.
5. Click any of the check boxes to include that item in your client searches.
Security Master Search Defaults
6. Select from the lists which security type and exchange you would like as defaults when performing a security master search.
Order Search Defaults
7. Select from the lists the status, exchange and type of security you would like included in your order searches.